7 - Nintex Promapp
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Document change description to appear on the page
After adding a document change comment, it appears on the dashboard but not on the change log of relevant pages.
I was asked what in the document was "modified" in the example attached but the document had not been modified, just the link to it was updated.3 votes -
Paper/display orientation
When printing a process map, it would be good to have the ability to choose the orientation - Portrait or Landscape. Currently this is set to Portrait. Most of our documents are landscape and every time I print or want to save a pdf copy I have to change the orientation
7 votes -
Add Documents tab on Group Overview
It'd be great to have the Documents sub tab on the Group Overview tab. It would list all the documents attached in each of the processes added listed the overview mega process. Then you wouldn't have to drill down into each process to find a particular document.
3 votes -
Document Views Report
As Administrator of our system, I am looking for another report: Document searches / views.
It would be quite helpful to understand how frequently people search for ressources, to evaluate people involvment in making the system alive :)9 votes -
Improved Document Approval Workflows
Could the document approval workflow be improved to include a "Change Declined" Status that is only visible to Document Owners, Document Approvers, BA and Promasters?
If a document approver rejects a document, the status of the document remains as "Awaiting Approval". There is currently no way to return the document to it's previous state without replacing it with the existing version.
This means the options we have are either double handling (replace the document with the existing document) or leave the document in the status of "Awaiting Approval" until it's next update (even though the document change has been rejected).1 vote -
Inform creditor or editor prior change of document in copied process
Currently, the update of an existing document in the copied process will overwrite the document in its parent process. User has no idea what is behind the scene thus it will be beneficial to prompt a message before the document in the copied process being updated or replaced.
2 votes -
Is there a report that shows which documents belong to which processes?
Is there a report that shows which documents belong to which processes? The purpose of this would be to identify the improvement opportunity due to the number of documents belonging to multiple processes. Currently there is only a document list report which shows number of processes per document, however Promapp is a process mapping tool not a document management system, therefore there should be a report showing the opposite.
8 votes -
Track in progress changes in Promapp reports
Provide an additional field to apply to Promapp reports that track changes made to the owners/experts of processes and documents. Not tracking these changes makes it difficult to provide change of ownership proof to external organisations that approve sensitive processes before publishing.
1 vote -
Allow Linking of all file extensions when Upload file extensions are restricted
If you restrict the file types which can be uploaded this also restricts the file types which can be linked.
This essentially renders the linking option useless to those who want to restrict what is uploaded.
We use SharePoint and other online locations to store our files and do not want to have to maintain documents within Promapp when those change but want our people to be able to upload screenshots within their processes to make the content more rich.
If we restrict our uploads to only image file types this restricts the ability to link other documents.
We would…
2 votes -
Be Able to Search for Documents / Processes by Reference Number
to diversify the way that documents and processes can be searched. can it be made possible to make them searchable by the reference number? not only in the search bar, but when you need to 'attach existing document to a process? Thanks
1 vote -
export document tag list
we would like to export a csv file of the document tags as a reference point for the document owners to allocate tags consistently.
1 vote -
Override Review Date in Documents
To adjust the date of the document for review instead of just the frequency. Uploading of the document does not match the footer within the document which removes alignment with ISO.
2 votes -
document search tag
When linking an existing document can we have functionality added to let us refine our search of those existing links by tags or systems they're associated with? We have many different business units (BU) using Promapp so there are hundreds of documents going into the system. It would be ideal for us to be able to search for documents and refine our search by our business unit tag when we are adding them into our processes.
1 vote -
Browse function available in Chrome
In Chrome when ‘link document’ is selected and ‘link to a network file’, the ‘browse’ button/function isn’t available. This causes issues because the user then has to go to the file on the server where the document to link is stored, copy the windows location, then (if they’re extremely IT savvy) copy the full name of the file including file type to the ‘network location:’ field.
In internet explorer (not the preferred browser), the browse button is available. This means I’ve had to encourage users to keep using internet explorer. It seems a bit backward to me. Can you let…9 votesLet me have a look at what is happening on our side and see if we can get this addressed.
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Ability to transfer documents due for review to new staff
Having the ability to transfer documents that are overdue for review to new staff will be very helpful. Currently documents overdue for review cannot be transferred. The last person that uploaded the documents is reported on however we have people that have left the organisation and it is difficult as a Promaster to get new staff to review and upload new versions. Having the ability to transfer documents like with processes in the user administration tab etc would be very helpful.
11 votes
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